Føj en udvidet relation til en klient eller husstand
Visualiser nemmere klienters relationer med personer uden for deres husstand. Spor de andre professionelle, der rådgiver klienter om deres økonomiske liv. Spor også klienters forretningsforbindelser med ejede forretninger og andre organisatoriske enheder.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition
Relater en kontakt til en klient eller en husstand Tilføj en advokat, revisor eller en anden professionel person som en relateret kontakt. Hvis forretningskontakten er ny, skal du først oprette en forretningskonto for kontakten – enhver kontakt hører til en konto i Salesforce. Tilknyt derefter kontakten til en klient eller en husstand ved at oprette en kontakt for forretningskontoen.
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